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Allworth Financial’s Safehold SAFE Stock Holding History

Allworth Financial’s Portfolio SAFE Stock Details SAFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17.3K Buy
1,101
+546
+98% +$8.27K ﹤0.01% 3317
2026
Q1 		$7.51K Buy
555
+247
+80% +$3.66K ﹤0.01% 3702
2025
Q4 		$4.22K Sell
308
-165
-35% -$2.35K ﹤0.01% 3814
2025
Q3 		$7.33K Sell
473
-204
-30% -$3.15K ﹤0.01% 3330
2025
Q2 		$10.5K Buy
677
+375
+124% +$5.82K ﹤0.01% 2867
2025
Q1 		$4.64K Buy
302
+241
+395% +$4.23K ﹤0.01% 2800
2024
Q4 		$984 Buy
61
+22
+56% +$478 ﹤0.01% 3402
2024
Q3 		$1.02K Hold
39
– – ﹤0.01% 3209
2024
Q2 		$860 Hold
39
– – ﹤0.01% 3217
2024
Q1 		$804 Buy
39
+19
+95% +$395 ﹤0.01% 3150
2023
Q4 		$468 Sell
20
-28
-58% -$528 ﹤0.01% 3147
2023
Q3 		$855 Sell
48
-591
-92% -$12.8K ﹤0.01% 2896
2023
Q2 		$15.2K Sell
639
-30
-4% -$796 ﹤0.01% 1706
2023
Q1 		$18.1K Buy
669
+636
+1,927% +$31.9K ﹤0.01% 1517
2022
Q4 		$1.58K Buy
33
+28
+560% +$1.35K ﹤0.01% 2321
2022
Q3 		$0 Hold
5
– – ﹤0.01% 3051
2022
Q2 		$0 Hold
5
– – ﹤0.01% 2752
2022
Q1 		$1K Hold
5
– – ﹤0.01% 2007
2021
Q4 		$1K Hold
5
– – ﹤0.01% 1854
2021
Q3 		$1K Buy
+5
New +$603 ﹤0.01% 1794

Other funds holding SAFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MC
MSD Capital New York $102M AUM 2.45% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Allworth Financial's SAFE Position: Q2 2026 in Review

Allworth Financial increased its Safehold (SAFE) stake by 98% in Q2 2026, buying an estimated $8.27K and bringing the position to 1,101 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3317.

Allworth Financial first reported a position in SAFE in Q3 2021 and has held it in 20 quarters since. The position peaked at $18.1K in Q1 2023. 215 funds tracked by Wall St. Rank hold SAFE as of Q2 2026.

  • Allworth Financial held 1,101 shares of Safehold worth $17.3K as of Q2 2026.
  • Allworth Financial bought 546 Safehold shares in Q2 2026, an estimated $8.27K.
  • Safehold made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3317 holding.
  • Allworth Financial first reported a position in Safehold in Q3 2021 and has held it in 20 quarters since.
  • Allworth Financial's Safehold position peaked at $18.1K in Q1 2023.
  • 215 funds tracked by Wall St. Rank held Safehold as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.